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Shawspring Partners LLC

CIK:0001766908
Hedge Fund
$792M AUM
10 holdings
Boston, MA, United States
Founded:2013
5 employees
Latest filing:Jun 30, 2025

ShawSpring Partners LLC is an investment management firm headquartered in Boston, Massachusetts. Registered with the SEC (CIK: 0001766908), the firm specializes in public equity investments and manages nearly $800 million in assets as of its latest filings. Founded in the 2010s, ShawSpring is managed by a small, highly focused team and caters primarily to institutional and sophisticated individual investors seeking a concentrated, long-term investment approach.

Investment Strategy

ShawSpring Partners pursues a concentrated, long-term investment strategy focused on a small number of high-conviction equity positions, generally in innovative companies with durable business models and competitive advantages. The firm emphasizes intensive research, fundamental analysis, and patient capital allocation, holding investments over multi-year periods. Their portfolio is typically comprised of select public companies in the technology and business services sectors, demonstrating both quality and growth attributes.

Latest 13F Filing Activity

Shawspring Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 10 equity positions with a total 13F market value of $792M. The fund increased holdings in Okta Inc., Costar Group Inc., Procore Technologies Inc. among other positions. Shawspring Partners LLC reduced exposure to Hilton Worldwide HLDGS Inc., Ncino Inc., Braze Inc. among others.

Top Buys
O
OKTAOKTA INC
+$95.4M
N
NCNONCINO INC
-$19.5M
C
CSGPCOSTAR GROUP INC
+$18.0M
B
BRZEBRAZE INC
-$14.8M
P
PCORPROCORE TECHNOLOGIES INC
+$12.0M
Top Sells
H
HLTHILTON WORLDWIDE HLDGS INC
-$40.9M
N
NCNONCINO INC
-$19.5M
C
CSGPCOSTAR GROUP INC
+$18.0M
B
BRZEBRAZE INC
-$14.8M
P
PCORPROCORE TECHNOLOGIES INC
+$12.0M

Top Holdings

I
INTUINTUIT
+13.8%$109.3M
C
CSGPCOSTAR GROUP INC
+13.8%$109.0M
P
PCORPROCORE TECHNOLOGIES INC
+13.5%$106.8M
O
OKTAOKTA INC
+12.0%$95.4M
M
MNDYMONDAY COM LTD
+11.2%$88.4M

Equity Positions (10)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
INTUIT13.80%$109.3M138,823$499.46$787.63+$6.8M
COSTAR GROUP INC13.76%$109.0M1,356,060$74.28$80.40+$18.0M
PROCORE TECHNOLOGIES INC13.48%$106.8M1,561,613$63.49$68.42+$12.0M
OKTA INC12.04%$95.4M954,293$99.97$99.97+$95.4M
MONDAY COM LTD11.16%$88.4M281,212$222.07$314.48-$3.7M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+65.6%
SERVICES-BUSINESS SERVICES, NEC
+25.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.3%
TELEVISION BROADCASTING STATIONS
+3.4%